Financial Counseling through Minnesota LifeMinnesota Life, the death benefit administrator for the Concordia Disability & Survivor Plan (CDSP), offers beneficiary financial counseling services through PricewaterhouseCoopers LLP to beneficiaries who receive a death benefit of $25,000 or more from the CDSP and/or the voluntary Supplemental Life Insurance program. This financial counseling is available at no cost.
Financial counseling can help beneficiaries make sound decisions on financial issues. Under the arrangement with Minnesota Life, beneficiaries will not be pressured to purchase products; their services are for informational purposes only.
Those who qualify for beneficiary financial counseling will receive information about this service with their death benefit check. Some of the services qualifying beneficiaries may receive include: a beneficiary guidebook, access to online tools and educational materials, phone consultations, and personalized financial analysis.